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Workday
WDAY

Overview Fund Activity

893 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 289 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+29
Holders Change %
+3.36%
% of All Funds
14.08%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
336
Reduced
289
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$875M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$541M
3
Artisan Partners
Artisan Partners
Wisconsin
+$259M
4
Macquarie Group
Macquarie Group
Australia
+$132M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$99.9M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$381M
2
Citadel Advisors
Citadel Advisors
Florida
-$288M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$204M
4
Harris Associates
Harris Associates
Illinois
-$200M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
651
MGO One Seven
Ohio
$330K -$19K -84 -5%
IAA
652
Independent Advisor Alliance
North Carolina
$329K +$98.5K +436 +43%
FFN
653
Focus Financial Network
Minnesota
$326K – – –
V
654
Veritable
Delaware
$317K +$33K +146 +12%
SM
655
Sciencast Management
New Jersey
$316K +$316K +1,435 New
SGI
656
Summit Global Investments
Utah
$312K +$312K +1,382 New
GSEP
657
Golden State Equity Partners
California
$311K +$9.71K +43 +3%
MIH
658
Meitav Investment House
Israel
$310K +$310K +1,365 New
CA
659
Clearstead Advisors
Ohio
$309K +$149K +659 +93%
Lido Advisors
660
Lido Advisors
California
$308K +$60.3K +267 +24%
MCM
661
MAI Capital Management
Ohio
$305K +$36.8K +163 +14%
SFG
662
Synergy Financial Group
California
$300K -$13.3K -59 -4%
RWPA
663
Richard W. Paul & Associates
Michigan
$299K -$3.16K -14 -1%
SM
664
STF Management
Texas
$297K -$231K -1,023 -44%
KPWS
665
Kestra Private Wealth Services
Texas
$296K -$27.6K -122 -9%
CPIG
666
Chicago Partners Investment Group
Illinois
$295K +$2.29K +10 +0.8%
CRC
667
Curi RMB Capital
Illinois
$295K +$295K +1,306 New
TAM
668
Titleist Asset Management
Texas
$293K +$226 +1 +0.1%
QPBE
669
Quintet Private Bank (Europe)
Luxembourg
$288K +$1.12K +5 +0.4%
VSQM
670
V-Square Quantitative Management
Illinois
$286K +$286K +1,264 New
GC
671
Gilbert & Cook
Iowa
$282K -$117K -520 -29%
FW
672
FirstPurpose Wealth
Utah
$281K +$281K +1,245 New
TA
673
TKG Advisors
Indiana
$280K – – –
KCM
674
KRS Capital Management
Michigan
$279K – – –
SWP
675
Stratos Wealth Partners
Ohio
$278K +$278K +1,229 New
25 26
27
28 29